How FX brokers automate marketing and retention, customer support, and risk management using analytics, chatbots, exposure monitoring, pricing controls, and smart order routing.
For FX brokerage owners, COOs, dealing desks, heads of risk, and marketing and CRM leads who need to scale operations without adding headcount. It’s relevant if your stack is siloed, mobile usage is rising, and you want measurable lift from data-driven campaigns and onboarding.
It also fits teams modernizing support, reducing ticket backlogs, and tightening risk controls. If you’re exploring AI assistants, AMS workflows, exposure monitors, multi-LP hedging, and automated routing, this book lays out practical patterns and trade-offs.
You’ll learn where automation delivers the highest ROI across the brokerage cycle, how to capture actionable client data, design AMS journeys that convert, use mobile-first analytics, and deploy chatbots to cut friction in onboarding and support. You’ll see what to automate first, how to measure it, and where human oversight matters.
You’ll be able to strengthen risk operations with exposure monitors, multi-LP hedging, price-stream controls, and user-group routing, and augment client value with automated technical analysis and algorithmic trading options. The book also shows how to scale content creation responsibly with AI while maintaining unique, compliant messaging.
